Learn. Network. Be Inspired.

15-16-17-18 March 2016The Reverie Hotel,22-36 Nguyen Hue Boulevard, District 1Ho Chi Minh City, Vietnam

www.vcsc.com.vn/vad

VIET CAPITALVIETNAM

2016ACCESS DAY

CONFERENCE - 15 MARCH

Agenda

Timeslot

08h00 - 09h00

09h00 - 10h00

10h00 - 11h00

11h00 - 12h00

12h00 - 13h00

13h00 - 14h00

14h00 - 15h00

15h00 - 16h00

16h00 - 17h00

19h30

08h00 Registration & Co�ee08h50 Opening Remarks Michel Tosto, Viet Capital Securities

09h00 Welcoming address Nguyen Thanh Phuong, Viet Capital Securities09h05 Banking: Towards Basel II Panel Moderator: Long Ngo, Viet Capital Securities Panelists: Citibank Vietcombank (VCB) Asia Commercial Bank (ACB) Military Bank (MBB) Baker & McKenzie Law Firm09h50 Economy - What to Expect in 2016 Aaron Batten, Asia Development Bank

11h00 Vietnam’s Changing Infrastructure Landscape Panel Moderator: Anirban Lahiri, Viet Capital Securities Panelists: DN Legal Ho Chi Minh City Infrastructure (CII) Nhon Trach Power 2 (NT2) Gemadept (GMD) Asia Development Bank CBRE Vietnam McKinsey & Company

Vietjet Air Real Estate

VCB

NT2

DGW

TRA

KBC

MBB

ACB GMD

Strategy

DAGDong A

Group PresentationPlastics Doors

$20mn

Thien LongGroup PresentationO�ce Equipment

$124mn

Thong NhatGroup Presentation

Agriculture$120mn

Khang DienGroup Presentation

Real Estate$172mn

Hoa SenGroup Presentation

Steel$177mn

Group PresentationAir Transport

Private

MasterclassViet Capital

Research Manager

VinGroupGroup Presentation

Real Estate$5.0bn

VietcombankGroup Presentation

Bank$3.8bn

Kinh BacGroup Presentation

Infrastructure$272mn

TraphacoGroup Presentation

Pharma$100mn

Military BankGroup Presentation

Bank$1.1bn

Nhon Trach 2Group Presentation

Power$327mn

DigiworldGroup Presentation

Retail$41mn

Networking Cocktail - *THE* Main NightAir 360 Sky Bar, Rooftop, Ben Thanh Tower, 136 - 138 Le Thi Hong Gam, District 1, HCMC

ACBGroup Presentation

Bank$800mn

MasterclassBarry Weisblatt,

Head of Research

GemadeptGroup Presentation

Logistics$213mn

Group PresentationReal Estate

Private

Mobile WorldGroup Presentation

Retail$496mn

GTNTLG

KDH HSG

VIC

Novaland

MWG

10h15 Tea Break 10h40 Real Estate - 2016 Fearless Forecasts Marc Townsend, CBRE Vietnam

Lunch (included) - 4 / 6 Floor >> See your BADGE to know which �oor you are onth th

Junior Room - 5F Room 3 - 8F Room 4 - 8FBallroom - 5F

Learn. Network. Be Inspired.

15-16-17-18 March 2016The Reverie Hotel,22-36 Nguyen Hue Boulevard, District 1Ho Chi Minh City, Vietnam

www.vcsc.com.vn/vad

VIET CAPITALVIETNAM

2016ACCESS DAY

CONFERENCE - 16 MARCH

Agenda

Timeslot

08h00 - 09h00

09h00 - 10h00

10h00 - 11h00

11h00 - 12h00

12h00 - 13h00

13h00 - 14h00

14h00 - 15h00

15h00 - 16h00

16h00 - 17h00

08h00 Registration & Co�ee

09h00 Perspective on Earnings Growth Barry Weisblatt, Viet Capital Securities 09h10 Vietnam Consumer Trends in 2016 Ralf Matthaes, Infocus Market Research09h30 E-Commerce in Vietnam Panel Moderator: Mr. Pho Pham, IDG Ventures Vietnam Panelist: Hotdeal.vn and Vinabook.com Top Mot VNG Corporation UBER

ConsumersNAF

MSN

FPT

VNM

PNJ

VHC

STK

CII GAS

CTD

EnergyMasterclassViet Capital

Research Manager

MasterclassViet Capital Research Manager

NafoodsGroup Presentation

Consumer$38mn

MasterclassViet Capital Research Manager

MasanGroup Presentation

Conglomerate$2.5bn

Vinh HoanGroup Presentation

Fisheries$123mn

Phu Nhuan JewelryGroup Presentation

Consumer$199mn

Century FiberGroup Presentation

Synthetic Fiber$61mn

FPTGroup Presentation

IT / Consumer$850mn

VinamilkGroup Presentation

Consumer$7.0bn

HCMC InfrastructureGroup Presentation

Infrastructure$250mn

CotecconsGroup Presentation

Construction$323mn

PV GasGroup Presentation

O&G$3.6bn

MasterclassViet Capital Research Manager

Group PresentationReal Estate

Private

DPM FetilizersGroup Presentation

O&G$484mn

DPM

Banking

Logistics

Son Kim Land

10h30 Tea Break10h30 Vietnam’s Next Workforce Generation Nicola Connolly, Connolly Consultancy Group10h45 Understanding TPP Virginia B. Foote, Bay Global Strategies

11h00 How can Vietnam Bene�t from TPP? Panel Moderator: Barry Weisblatt, Viet Capital Securities Panelists: Bay Global Strategies Nafoods (NAF) DFDL Law Firm Century Synthetic Fiber (STK) Thanh Cong Group (TCM)

Consulate General of the United States in HCMC

Junior Room - 5F Room 3 - 8F Room 4 - 8FBallroom - 5F

DiligoGroup Presentation

Household$7mn

Lunch (included) - 4 / 6 Floor >> See your BADGE to know which �oor you are onth th

Learn. Network. Be Inspired.

VIET CAPITALVIETNAM

15-16-17-18 March 2016The Reverie Hotel,22-36 Nguyen Hue Boulevard, District 1Ho Chi Minh City, Vietnam

www.vcsc.com.vn/vad

2016ACCESS DAY

BALLROOM - 15 MARCH

Agenda

08:00 Registration and Co�ee

08:50 Opening Remarks Mr . Michel Tosto, Head of Institutional Sales & Brokerage, Viet Capital Securities

09:00 Welcoming Address Ms . Nguyen Thanh Phuong, Chairwoman, Viet Capital Securities

09:10 Banking – Towards Basel II

Mr . Long Ngo, Senior Manager, Research, Viet Capital Securities Panelists:

Mr.

Mr.Mr.

Dam Van Tuan, Deputy CEO and Board Member, Asia Commercial Bank (ACB)

David Cavanagh, Head of Bank Service Group, Asia, CitibankLe Hoang Tung, Director, Strategic Planning and BOD Secretariat, Vietcombank (VCB)

10:15 Tea Break

10:40

Real Estate – 2016 Fearless Forecasts

Presentation Mr . Marc Townsend, Managing Director, CBRE Vietnam

11:00

Mr . Anirban Lahiri, Senior Manager, Research, Viet Capital Securities

Panelists: Ms . Dao Nguyen, Managing Partner, DN Legal

Mr . Le Quoc Binh, CEO, Ho Chi Minh City Infrastructure (CII)

Mr . Hoang Xuan Quoc, CEO, Nhon Trach Power 2 (NT2)

Ms . Bui Thi Thu Huong, CFO, Gemadept (GMD)

Mr . Aaron Batten, Economist, Asia Development Bank

Mr . Marc Townsend, Managing Director, CBRE Vietnam

Mr. Marco Breu, Managing Partner, McKinsey & Company

12:00 Lunch (included)

13:00 - 17:00

Corporate Meetings

19:30 Networking Cocktail - *THE* Main Night

Air 360 Sky Bar, Rooftop, Ben Thanh Tower, 136 - 138 Le Thi Hong Gam, District 1, HCMC

Ms.

Dang Linh Chi, Special Counsel, Baker & McKenzie Law FirmNguyen Quang Tuan, Manager, Strategy Department - BOD O�ce, Military Bank (MBB)Mr.

Panel Moderator:

Panel Moderator:

Vietnam’s Changing Infrastructure Landscape

09:50 Vietnam’ s Economy – What to Expect in 2016 Presentation Mr . Aaron Batten, Country Economist, Asia Development Bank

Learn. Network. Be Inspired.

VIET CAPITALVIETNAM

15-16-17-18 March 2016The Reverie Hotel,22-36 Nguyen Hue Boulevard, District 1Ho Chi Minh City, Vietnam

www.vcsc.com.vn/vad

2016ACCESS DAY

Agenda

08:00

Registration and Co�ee

09:00 Welcoming Address – Perspective on Earnings Growth

Mr. Barry Weisblatt, Head of Research, Viet Capital Securities

09:10 Vietnam Consumer Trends in 2016

Presentation

Mr. Ralf Matthaes, Managing Director, Infocus Market Research

09:30 E -Commerce in Vietnam – At an In�ection Point?

Panel Moderator:

Mr. Pho Pham, Vice President, IDG Ventures Vietnam

Panelist:

Mr. An Nguyen, CEO and Founder of Hotdeal.vn and Vinabook.com

Mr. Tony Ngo, Co-founder and Board Member, Top Mot

Mr. Minh Le, CEO, VNG Corporation

Mr. Dzung Dang, Country Director, UBER

10:15 Tea Break

10:30 Vietnam’s Next Workforce Generation

Presentation

Ms . Nicola Connolly, Managing Director, Connolly Consultancy Group

10:45 Understanding TPP

Presentation

Ms . Virginia B. Foote, President and CEO, Bay Global Strategies

11:00

Mr. Barry Weisblatt, Head of Research, Viet Capital Securities

Panelists:

Ms . Virginia B. Foote, President and CEO, Bay Global Strategies

Mr. Nguyen Manh Hung, Chairman and CEO, Nafoods (NAF)

Mr. Jérôme Buzenet, Partner and Managing Director, DFDL Law Firm

Mr. Nathan Lane, Economic O�cer, Consulate General of the United States in HCMC

Mr. Dang Trieu Hoa, Chairman and CEO, Century Synthetic Fiber (STK)

Mr. Tran Nhu Tung, Board Member, Thanh Cong Group (TCM)

12:00 Lunch (included)

13:00 -

Corporate Meetings

BALLROOM - 16 MARCH

17:00

Panel Moderator:

How can Vietnam Bene�t from TPP?

Learn. Network. Be Inspired.

VIET CAPITALVIETNAM

15-16-17-18 March 2016The Reverie Hotel,22-36 Nguyen Hue Boulevard, District 1Ho Chi Minh City, Vietnam

www.vcsc.com.vn/vad

2016ACCESS DAY

Agenda

SITE VISIT - 17 MARCH

REAL ESTATE SHOPPING TOUR - DISTRICT 2

Organized by CBRE

07h30 sharp : Bus departs

11h30 : Bus returns

Project

* All pick ups and drop o�s from the Reverie Hotel

*Note that there will be 3 buses for Masan and Vinamilk, one that goes to Masan and back, one that goes to Vinamilk and back,and one that goes to both and then back. Our guides will direct you to the right bus.

*Note that there will be 3 buses for Masan and Vinamilk, one that goes to Masan and back, one that goes to Vinamilk and back,and one that goes to both and then back. Our guides will direct you to the right bus.

MASAN (MSN) - NOODLE FACTORY VISIT

11h30 sharp : Bus departs

14h30 : Bus returns

VINAMILK (VNM) - MEGA FACTORY VISIT

13h30 sharp : Bus departs

18h45 : Bus returns

SITE VISIT - 18 MARCH

THIEN LONG GROUP (TLG) - FACTORY VISIT

08h00 sharp : Bus departs

11h30 : Bus returns

REAL ESTATE SHOPPING TOUR - DISTRICT 7

Organized by CBRE

13h00 sharp : Bus departs

17h00 : Bus returns

Project

VIETJET AIR - HEADQUARTER VISIT

08h00 sharp : Bus departs

11h30 : Bus returns

: Showroom Gateway, Nassim Sales Gallery, Vinhome Central Park, Estella Height

: Riviera Point, Novaland Projects, PMH - VinaCapital Projects, Diamond Island